Practice Snapshot
How I Help:
Education Planning
Who I Help:
- Individuals
- Families
- Small Businesses
About Me:
I specialize in investment and estate planning services, and have been practicing since 1983. I work primarily with individuals, families, and small businesses on their wealth management, estate planning and business succession planning needs.
In my previous role as Charter Oak’s investment specialist, I instructed my peers in topics related to securities, long term care and disability income insurance. My skills as an educator continue to greatly benefit my client relationships. I am a seasoned student as well; over the course of my career, I have earned my LUTCF® (Life Underwriter Training Council Fellow), CLTC® (Certification for Long Term Care), ChFC® (Chartered Financial Consultant), and CFBS (Certified Family Business Specialist) designations to deepen my knowledge and enhance the level of service I provide. I am also a Registered Investment Advisor.
Outside of the office, I enjoy spending time with my family and pursuing my many hobbies: real estate, painting, guitar, landscaping and gardening, and skiing.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
